See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,144 | $209,411-75.1% | $178,490-70.8% | $158,922-67.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.21% | 188.75%-171.5pp | 151.07%-133.9pp | 302.83%-285.6pp |
| Employer contribution / active EE | $7,018 | $5,706+23.0% | $5,011+40.1% | $4,761+47.4% |
| Participant deferral / active EE | $4,848 | $5,954-18.6% | $5,202-6.8% | $5,982-19.0% |
| Admin fee / account holder | $723 | $17,074-95.8% | $13,984-94.8% | $11,246-93.6% |